About TASMX
Transamerica Small/Mid Cap Value Fund R6 is a mutual fund focused on delivering value-driven equity exposure within the small- and mid-cap segments of the U.S. market. The fund’s primary purpose is to seek long-term capital appreciation by investing in companies whose market capitalizations are generally smaller than large-cap firms, with a particular emphasis on identifying undervalued stocks. Its portfolio reflects a diversified approach, holding companies across multiple sectors such as financial services, utilities, industrials, healthcare, and energy, with notable positions in firms like First Citizens BancShares, Dominion Energy, and Bio-Rad Laboratories. As of mid-2024, the fund manages approximately $70 million in assets, maintaining an annual turnover of 32% and a trailing yield of 1.14%. This fund caters to retirement accounts and institutional investors, aiming to balance growth potential with the disciplined risk profile characteristic of value investing in less widely held stocks. By targeting this niche, Transamerica Small/Mid Cap Value Fund R6 offers a differentiated exposure within the broader U.S. equity market, addressing the needs of those seeking diversification beyond large-cap equities.
Fund Family Transamerica
Category Mid-Cap Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TASMX
Share Class R6
Index Russell 2500 Value TR
TASMX had a total return of 16.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.47%.
